Anic Equity¶
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Total return since start: 0.613 %¶
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Equity now: -----------------------------> 49281.92 Kr¶
Max Equity ever reached: ------------> 53120.35 Kr¶
Portfolio value: --------------------------> 45220.71 Kr¶
PnL: ---------------------------------------> 164.71 Kr¶
DD now: ---------------------------------> -7.226 %¶
Max portfolio DD since start: ----> -13.025 %¶
Updated:¶
'2023-07-04 09:27:51.763882'
Anic Portfolio Holdings¶
| volume | changePercent | value | profit | profitPercent | acquiredValue | |
|---|---|---|---|---|---|---|
| name | ||||||
| Hennes & Mauritz B | 9 | 0.700000 | 1672.560000 | 203.560000 | 13.860000 | 1468.999998 |
| Sedana Medical | 93 | 4.710000 | 2689.560000 | 168.560000 | 6.690000 | 2521.000011 |
| Orrön Energy | 180 | 5.080000 | 2160.900000 | 117.900000 | 5.770000 | 2043.000000 |
| Platzer Fastigheter Holding B | 12 | 2.350000 | 992.400000 | 31.400000 | 3.270000 | 960.999996 |
| Sagax B | 4 | 1.480000 | 879.600000 | 25.600000 | 3.000000 | 854.000000 |
| Atrium Ljungberg B | 5 | 0.680000 | 959.000000 | 24.000000 | 2.570000 | 935.000000 |
| Hoist Finance | 35 | -0.170000 | 1002.750000 | 22.750000 | 2.320000 | 980.000000 |
| Catena | 2 | 1.340000 | 814.000000 | 22.000000 | 2.780000 | 792.000000 |
| Sagax A | 4 | 1.860000 | 876.000000 | 22.000000 | 2.580000 | 854.000000 |
| Hexatronic Group | 12 | 1.760000 | 985.200000 | 18.200000 | 1.880000 | 966.999996 |
| JM | 6 | 0.210000 | 879.600000 | 15.600000 | 1.810000 | 864.000000 |
| Gränges | 9 | 1.160000 | 938.700000 | 10.700000 | 1.150000 | 927.999999 |
| BioGaia B | 8 | 0.340000 | 937.600000 | 7.600000 | 0.820000 | 930.000000 |
| Biotage | 7 | 0.220000 | 945.000000 | 4.000000 | 0.430000 | 940.999997 |
| Byggmax Group | 33 | 0.690000 | 959.640000 | 3.640000 | 0.380000 | 956.000001 |
| Clas Ohlson B | 12 | 0.120000 | 975.600000 | 2.600000 | 0.270000 | 972.999996 |
| AcadeMedia | 8 | 0.900000 | 404.400000 | 2.400000 | 0.600000 | 402.000000 |
| Bilia A | 8 | 0.090000 | 900.800000 | 0.800000 | 0.090000 | 900.000000 |
| HEXPOL B | 9 | -0.610000 | 1021.500000 | 0.500000 | 0.050000 | 1020.999996 |
| EQT | 4 | 0.390000 | 831.200000 | -0.800000 | -0.100000 | 832.000000 |
| Alimak Group | 11 | 0.480000 | 921.800000 | -6.200000 | -0.670000 | 927.999996 |
| OX2 | 13 | 0.280000 | 943.150000 | -6.850000 | -0.720000 | 949.999999 |
| ASSA ABLOY B | 3 | -0.580000 | 771.300000 | -7.700000 | -0.990000 | 779.000001 |
| SKF B | 5 | -0.700000 | 925.500000 | -14.500000 | -1.540000 | 940.000000 |
| VEF | 909 | 0.900000 | 1834.360000 | -15.640000 | -0.850000 | 1850.000436 |
| Creaspac SPAC | 39 | 0.110000 | 3701.100000 | -16.900000 | -0.450000 | 3717.999987 |
| Nordic Waterproofing Holding | 7 | -0.150000 | 942.200000 | -24.800000 | -2.560000 | 966.999999 |
| Addnode Group B | 11 | -1.590000 | 887.150000 | -33.850000 | -3.680000 | 921.000003 |
| Latour B | 4 | 0.150000 | 819.200000 | -37.800000 | -4.410000 | 857.000000 |
| Vitec Software Group B | 2 | 0.580000 | 1048.000000 | -39.000000 | -3.590000 | 1087.000000 |
| Indutrade | 5 | 1.160000 | 1174.500000 | -43.500000 | -3.570000 | 1218.000000 |
| Hexagon B | 26 | 0.460000 | 3406.000000 | -55.000000 | -1.590000 | 3461.000010 |
| Bufab | 3 | -0.970000 | 1042.800000 | -66.200000 | -5.970000 | 1109.000001 |
| INVISIO | 16 | 0.220000 | 3608.000000 | -81.000000 | -2.200000 | 3689.000000 |
| BHG Group | 97 | 1.070000 | 1369.640000 | -89.360000 | -6.120000 | 1458.999989 |
| TOTAL | 45220.710000 | 164.710000 | -7.22591% | 45056.000411 |
Updated:¶
'2023-07-04 09:28:08.873549'
None
Last optimization/rebalancing:¶
'2023-06-15'
Next optimization/rebalancing:¶
'2023-07-26'
AVAN-Live vs backtest and OMXSE30 2023¶
Walk forward test results - depending on starting day¶
Equity is shown as log of returns. Returns range by a factor of 10. Best is about 10000%, 100 times money, and worst 1000%, 10 times money in 20 years. Maximal duration for drawdown periods vary between 280-750 days. Worst drawdown across the tests is about 40 %. ¶
